Cross Referencing Endowment Values

endowment_data <- read_rds(here("data", "endowment_filter_data_990.RDS")) 

companies_to_ein <- read_csv(here("data", "companies.csv")) %>%
  mutate(EIN = as.character(ein)) %>%
  select(-ein)
# make kable table with consistent formatting
make_table <- function(df, title = "", ...) {
  title <- paste0("<center><span style = 'font-size:160%;color:black'><b>",
                  title,
                  "</span></b><center>")
   as_tibble(df) %>%
    kbl(caption = title, ... ) %>%
    kable_material() %>%
    row_spec(row=0, background = "#43494C" , color = "white", bold = TRUE)
}

Notes on Strategy

We want to compare the current year variables CY to the current year minus X years variables labelled CYX. To do this, we can:

  • structure the data so each company has all available years (but all NAs for years where they had no data)
  • order by fiscal year
  • subtract the lagged CY variable from the CYX variable where the lag is X years. For example, for CYM1 we want to compare to the CY just one year ago, so lagged one year.

In this way, we obtain a collection of differences between reports that should be in concordance but are not always.

# plot missingness for a given variable 
# number of observations = number of observations 
# where that EIN had that variable (not NA)
plot_missing <- function(variable) {
  
  endowment_data %>%
    group_by(EIN) %>%
    # number of observations where variable is not NA 
    summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
    group_by(number_observations) %>%
    # number of EINs with each value of number_observations
    summarize(n_ein=n()) %>%
    ggplot(aes(x = number_observations, y =n_ein ))+
    geom_bar(stat="identity") +
    labs(y = "Number of Companies",
         x = paste0("Number of Observations where\n",
         variable, " was Not Missing"),
         title =paste0("Missingness for ", variable)) +
    theme_bw() +
    theme(plot.title = element_text(face = "bold", hjust = .5)) 

}




# compare values from CY to CYM* for given variable
# returns data frame that contains the difference between the CY value and 
# corresonding CM* values
# for example, the difference between the CY value for 2016 would be compared 
# to the CYM1 value for 2017, and the CYM2 value for 2018, and so on 
check_variable <- function(variable_name,
                           data) {
  
  
  base_name <- variable_name
  var <- paste0("CY", base_name)
  vars <- paste0("CYM", c( 1:4), base_name)
  
  # plt <- plot_missing(var)
  # print(plt)
  
  eins_with_variable <- data %>%
    group_by(EIN) %>%
    summarize(number_observations = sum(!is.na(!!sym(var)))) %>%
    filter(number_observations != 0) %>%
    pull(EIN)
  
  
  # the goal here is to create a row for each fiscal year, with NAs if 
  # there are no observations for that year
  # this is needed so that we have consecutive years, which is important
  # for substraction using lag() to work correctly

 data <- data %>%
  filter(EIN %in% eins_with_variable) %>%
  select(EIN, fiscal_year, contains(base_name)) %>%
   pivot_wider(names_from = fiscal_year, 
             #  names_prefix = "fiscalyear",
               values_from=contains(base_name)) %>%
   pivot_longer(cols = contains(base_name),
                names_to = "variable_year") %>%
   separate(variable_year, sep = "_", into = c("variable_name", "fiscal_year")) %>%
   pivot_wider(names_from = variable_name, values_from = value) %>%
   mutate(fiscal_year = as.factor(as.numeric(fiscal_year)))
 

  
  crossref <- data %>%
    group_by(EIN) %>%
    arrange(fiscal_year) %>%
    # lag corresponds to how far back the current year comparison should be
    # vars contains the CM* variables that represent reporting for years back
    # compare these CM* variables to the lagged current year (CY) variables
    mutate(
      difference_in_reported_year1 =  !!sym(vars[1]) - 
        lag(!!sym(var), n =1),
      difference_in_reported_year2 =  !!sym(vars[2]) - 
        lag(!!sym(var), n =2),
      difference_in_reported_year3 =  !!sym(vars[3]) - 
        lag(!!sym(var), n =3),
       difference_in_reported_year4 =  !!sym(vars[4]) - 
        lag(!!sym(var), n =4)
      )  %>%
    ungroup()

}

Cross Referencing Beginning Year Balance Amount

Comparison Across Years

As we might expect, we see that a higher proportion had a nonzero difference between the cross referenced reports for years further back in time. That is, reporting tended to be more accurate for most recent years.

crossref <- check_variable("BeginningYearBalanceAmt", data = endowment_data)
plot_missing("CYBeginningYearBalanceAmt")

# plot fraction where there was a difference between 
# the reports by year
crossref %>% 
  select(EIN, contains("difference")) %>%
  pivot_longer(cols = contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(name)  %>%
  summarize(number_zeros = sum(ifelse(value == 0, 1,0)),
            total_reports = n(),
            fraction = 1-( number_zeros / total_reports)) %>%
  mutate(name = gsub("difference_in_reported_year", "", name)) %>%
  ggplot(aes(x=name, y = fraction)) +
  geom_bar(stat ="identity", fill = "#234A77") +
  geom_label(aes(label = round(fraction,2))) +
  labs(title = paste0("Fraction of Differences that Were Nonzero\n",
                      "Between Cross Referenced Reports"),
       subtitle = "By Year",
       x = "Years Between Reports Compared",
       y = "Fraction with Nonzero Difference") +
  theme_bw() +
  theme(plot.title = element_text(hjust = .5, face="bold"),
        plot.subtitle = element_text(hjust = .5, face="italic"))

We also see we have fewer total comparisons of reports as we go back further back in time, because we can’t compute the 4 year comparison for any date where we don’t have a value 4 years back.

# stacked chart, note we can't see how nonzero counts are changing 
# relative to the total counts
crossref %>%
  select(EIN, contains("difference"), fiscal_year) %>%
  pivot_longer(cols = contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(name)  %>%
  summarize(zero = sum(ifelse(value == 0, 1,0)),
            nonzero = sum(ifelse(value == 0, 0,1))) %>%
  # notice each row represents a fiscal_year-EIN-difference_type 
  pivot_longer(cols = c(zero, nonzero),
               names_to = "source",
               values_to = "count") %>%
  mutate(name = gsub("difference_in_reported_year", "", name),
         source = ifelse(source == "nonzero",
                         "Nonzero Difference", 
                         "Zero Difference")) %>%
  ggplot(aes(x=name, y = count, fill = source)) +
  geom_bar(stat ="identity", position = "stack", alpha = .8) +
  geom_label(aes(label = round(count,3), y = count, color = source),
             position = "stack",
             size = 2.6,
             label.padding = unit(.1, "lines"),
             fill = "white",
             fontface="bold",
             show.legend = FALSE) +
  labs(title = "Number of Zero and Nonzero Differences\nBetween Cross Referenced Reports",
       subtitle = "By Year",
       x = "Years Between Reports Compared",
       y = "Count",
       fill = "") +
  theme_bw() +
  theme(plot.title = element_text(size = 16, hjust = .5, face="bold"),
        plot.subtitle = element_text(hjust = .5, face="italic"),
        axis.text.x = element_text(size = 13),
        axis.title = element_text(size = 16, face = "bold"))

Companies with Discordance in Reported Values

# difference represents What They Reported as CY Minus X Years - What They Reported at The Time

companies_different <- crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  filter(value != 0) %>%
   left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  arrange(organization_name) %>%
  pull(EIN) %>%
  unique()
  
crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  filter(value != 0) %>%
  left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  mutate(year = substr(name, nchar(name), nchar(name)),
         year = paste0("Comparing Current<br> Year Minus ",
                       year)) %>%
  arrange(organization_name) %>%
  select(`Organization Name` = organization_name,
         `Difference in Years` = year, 
         `Fiscal Year` = fiscal_year,
         `Recent  - Previously Reported` = value) %>%
  make_table(title = paste0(
    "Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
    "<i>Number of Companies that have at Least One Report Not Concordant: </i>",
    length(companies_different)),
             digits = 3, 
             format.args = list(
               big.mark = ",",
               scientific = FALSE),
    escape=FALSE,
    booktabs=TRUE)  %>%
  scroll_box(height = "450px",
             width = "100%") 
Comparing Values Reported in More Recent Report to Those Previously Reported:
Number of Companies that have at Least One Report Not Concordant: 7
Organization Name Difference in Years Fiscal Year Recent - Previously Reported
Ballet Arizona Comparing Current
Year Minus 1
2018 4,025,025
Ballet Arizona Comparing Current
Year Minus 2
2018 500,000
Ballet Arizona Comparing Current
Year Minus 2
2019 4,025,025
Ballet Arizona Comparing Current
Year Minus 3
2019 500,000
Ballet Arizona Comparing Current
Year Minus 3
2020 4,025,025
Ballet Arizona Comparing Current
Year Minus 4
2020 500,000
BalletMet Comparing Current
Year Minus 1
2016 -27,284
BalletMet Comparing Current
Year Minus 2
2017 -27,284
BalletMet Comparing Current
Year Minus 3
2018 -27,284
BalletMet Comparing Current
Year Minus 4
2019 -27,284
Fort Wayne Ballet Comparing Current
Year Minus 1
2018 26,128
Fort Wayne Ballet Comparing Current
Year Minus 1
2019 13,343
Fort Wayne Ballet Comparing Current
Year Minus 2
2019 148,799
Fort Wayne Ballet Comparing Current
Year Minus 2
2020 13,343
Fort Wayne Ballet Comparing Current
Year Minus 3
2020 148,799
Joffrey Ballet Comparing Current
Year Minus 1
2016 -134,760
Joffrey Ballet Comparing Current
Year Minus 2
2017 -134,760
Joffrey Ballet Comparing Current
Year Minus 3
2018 -134,760
Joffrey Ballet Comparing Current
Year Minus 4
2019 -134,760
Pacific Northwest Ballet Comparing Current
Year Minus 1
2019 3,000
Pacific Northwest Ballet Comparing Current
Year Minus 2
2020 3,000
San Francisco Ballet Comparing Current
Year Minus 1
2017 107,033,401
San Francisco Ballet Comparing Current
Year Minus 2
2017 105,867,772
San Francisco Ballet Comparing Current
Year Minus 2
2018 107,033,401
San Francisco Ballet Comparing Current
Year Minus 3
2018 105,867,772
San Francisco Ballet Comparing Current
Year Minus 3
2019 107,033,401
San Francisco Ballet Comparing Current
Year Minus 4
2019 105,867,772
San Francisco Ballet Comparing Current
Year Minus 4
2020 107,033,401
The Alabama Ballet Comparing Current
Year Minus 1
2019 227,040
The Alabama Ballet Comparing Current
Year Minus 2
2020 227,040
The Alabama Ballet Comparing Current
Year Minus 3
2020 219,787
The Alabama Ballet Comparing Current
Year Minus 4
2020 254,152

We see that values are repeated because if there is some value that is quite off, say for 2016, then this shows up in the CYM1 for 2017, but also CYM2 for 2018, CYM3 for 2019 and so on.

Tables of Reported Values for Each Company with Discordance in Reported Values

Interpretation:

  • The easiest way to interpret the company-specific tables is to look diagonally left-to right. For example, 2018 CY should match 2019 CYM1, 2020 CYM2, and 2021 CYM3 (though the 2021 values often are NA at this time).

Observations:

  • We see in some cases, the problematic reports are clear initially. This is the case in San Francisco Ballet, Ballet Arizona, or the Alabama Ballet.
  • The differences for Fort Wayne Ballet and the Pacific Northwest Ballet are more subtle.
# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on

variable_name <- "BeginningYearBalanceAmt"

walk(1:length(companies_different), ~{
  name <- companies_to_ein %>%
    filter(EIN == companies_different[.x]) %>%
    pull(organization_name)
  
  table <- crossref %>% 
    rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
    filter(EIN %in% companies_different[.x]) %>%
    select(-c(EIN, contains("difference"))) %>%
    make_table(title = paste0("Reports for ",
                              name, "<br>EIN: ", 
                              companies_different[.x],
                               ", Variable: ", variable_name))
  
  print(table)
  
#  print(table)

})
crossref %>%
  pivot_longer(cols = contains("difference")) %>%
  select(EIN, fiscal_year, name, value) %>%
  # filter(value > 0) %>%
  left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
  mutate(year = substr(name, nchar(name), nchar(name)),
         year = paste0("Comparing Current Year Minus ",
                       year)) %>%
  arrange(organization_name) %>% View()

Cross Referencing All Endowment Variables

Missingness by Variable

variables_to_check  <- endowment_data %>%
  select(contains("CY")) %>%
  colnames() %>%
  gsub("CY|CYM.", "",.) %>%
  unique()

crossref_all <- map_df(
  variables_to_check,
  ~{  variable_name <- .x
  check_variable(variable_name,
                 data = endowment_data) %>% 
    # remove variable name part of column name 
    # so we can bind rows together, add this information
    # as a separate column
    rename_with(cols=everything(), 
                ~gsub(variable_name, "", .)) %>%
    mutate(variable = .x)
})


missing_all <- map_df( variables_to_check, 
 ~ {variable <- paste0("CY",.x)
    endowment_data %>%
      group_by(EIN) %>%
      summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
      group_by(number_observations) %>%
      summarize(number_eins=n()) %>%
      mutate(variable = variable)
})
colors <- c("#58b5e1", "#49406e", "#9dd84e", "#6633b4", "#46ebdc")


missing_all %>%
  mutate(number_observations = paste0(
    "Number of EINS with ",
    number_observations,
    " Observations for this Variable" )) %>%
      ggplot(aes(x = variable, y =number_eins, fill = variable))+
      geom_bar(stat="identity",
               position = "dodge",
               show.legend=FALSE) +
      geom_label(aes(label = number_eins,
                     color = variable),
                 fill = "white",
                 vjust = .5,
                 size = 2,
                 position = position_dodge(1),
                 label.padding = unit(.1, "lines"),
                 show.legend=FALSE) +
       facet_wrap(~number_observations, ncol=1) +
  coord_flip() +
      labs(y = "Number of Companies",
           x = "Variable Name",
           title = "Comparing Missingness Across Variables") +
      theme_bw() +
      theme(plot.title = element_text(face = "bold", hjust = .5),
            axis.title = element_text(face = "bold")) +
  scale_fill_manual(values = colors) +
  scale_color_manual(values = colors) +
  scale_y_continuous(n.breaks = 8) 

Fraction Discordant by Variable

# plot fraction discordant for each variable
crossref_all %>%
  select(EIN, contains("difference"), variable) %>%
  pivot_longer( contains("difference")) %>%
  filter(!is.na(value)) %>%
  group_by(variable) %>%
  summarize(
    number_of_discordant_observations = sum(value > 1),
    total_observations_of_variable = n(),
    fraction_discordant = number_of_discordant_observations / total_observations_of_variable) %>%
  ggplot(aes(x = fct_reorder(variable,
                             fraction_discordant,
                             .desc = TRUE),
             y = fraction_discordant)) +
  geom_bar(stat="identity",
           fill = "#234A77")+
  geom_label(aes(label = round(fraction_discordant, 3))) +
  theme_bw() +
  theme(plot.title = element_text(face = "bold", hjust = .5, size = 16),
            axis.title = element_text(face = "bold", size =16),
            axis.text.x = element_text(size = 12, angle = 10, vjust = .6)) +
  labs(y = "Fraction Discordant",
       x = "Endowment Variable",
       title = "Fraction of Observations that Were Discordant for Each Variable")

Visualizing Extent of Discrepancies

# visualize extent of discrepancies 
crossref_all %>%
  left_join(companies_to_ein) %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable, organization_name) %>%
      filter(value != 0) %>%
  mutate(sign = ifelse(value >0, "positive", "negative")) %>%
 # mutate(varyear = paste0(fiscal_year, "_", variable)) %>%
  ggplot(aes(x = fiscal_year, y = value, group = name, fill=sign)) +
  geom_bar(stat="identity",position=position_dodge(width = 1.6)) +
  facet_grid(organization_name~variable, drop = TRUE,scales="free") +
  viridis::scale_fill_viridis(discrete=TRUE,begin=.2,end=.8) +
  theme_bw() +
  theme(plot.title = element_text(size = 18, hjust = .5, face="bold"),
        strip.text = element_text(face="bold", size = 18)) + 
  labs(title = "Differences by Fiscal Year, Company Name, and Variable")

Specific Values of Discrepancies

# generate table displaying the discordant values for a given variable
get_discordant_table <- function(variable_name, data) {
    
    # observations with nonzero difference 
    cross_ref_for_var <- data %>%
      filter(variable == variable_name) %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value) %>%
      filter(value !=  0) 
    
    # EINs that have at least one discordance 
    discordant <- cross_ref_for_var %>%
      pull(EIN) %>% unique()
    
  # generate table displaying discordances
  cross_ref_for_var %>%
    left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
    mutate(year = substr(name, nchar(name), nchar(name)),
           year = paste0("Comparing Current<br> Year Minus ",
                         year)) %>%
    arrange(organization_name) %>%
    select(`Organization Name` = organization_name,
           `Difference in Years` = year, 
           `Fiscal Year` = fiscal_year,
           `Recent  - Previously Reported` = value) %>%
    make_table(title = paste0("Variable: ", 
                              variable_name,
      "<br>Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
      "<i>Number of Companies that have at Least One Report Not Concordant: </i>",
      length(discordant)),
               digits = 3, 
               format.args = list(
                 big.mark = ",",
                 scientific = FALSE),
      escape=FALSE,
      booktabs=TRUE)  %>%
    scroll_box(height = "450px",
               width = "100%") 

}

# iterate over all variables to check and generate table
walk(variables_to_check, ~{
  table_for_var <- get_discordant_table(.x, data = crossref_all)
  print(table_for_var)
})

Companies with Discordant Reporting for at Least One Variable

# variables corresponding to number of companies with at least one discordance
crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value != 0) %>%
      group_by(EIN) %>%
      summarize(
                number_variables = length(unique(variable)),
                variable = paste(unique(variable), collapse=",<br>")) %>%
  left_join(companies_to_ein) %>%
  arrange(organization_name) %>%
  select(`Organization Name` = `organization_name`,
         `Number of Variables Discordant` = number_variables,
         `Variables with Discordant Reporting` = variable) %>%
  make_table(
    title = "Companies with Discordant Reporting for at Least One Variable",
    escape=FALSE)
Companies with Discordant Reporting for at Least One Variable
Organization Name Number of Variables Discordant Variables with Discordant Reporting
Aspen Santa Fe Ballet 1 OtherExpendituresAmt
Ballet Arizona 3 BeginningYearBalanceAmt,
ContributionsAmt,
EndYearBalanceAmt
BalletMet 2 BeginningYearBalanceAmt,
EndYearBalanceAmt
Fort Wayne Ballet 5 BeginningYearBalanceAmt,
ContributionsAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
Joffrey Ballet 3 BeginningYearBalanceAmt,
ContributionsAmt,
EndYearBalanceAmt
Oregon Ballet Theatre 1 EndYearBalanceAmt
Pacific Northwest Ballet 2 BeginningYearBalanceAmt,
EndYearBalanceAmt
Pittsburgh Ballet Theatre 3 InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
San Francisco Ballet 5 BeginningYearBalanceAmt,
ContributionsAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
Texas Ballet Theater 1 EndYearBalanceAmt
The Alabama Ballet 4 BeginningYearBalanceAmt,
InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt,
EndYearBalanceAmt
The Washington Ballet 2 InvestmentEarningsOrLossesAmt,
OtherExpendituresAmt
# for each variable, list of EINs that have at least one discordance 
intersections <- crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value != 0) %>%
      group_by(variable) %>%
      summarize(EINs = list(unique(EIN)))

discord_in_all <- Reduce(intersect, intersections$EINs) %>% unique() %>% length() 

discord_eins <- Reduce(union, intersections$EINs) %>% unique()
discord_eins  %>%
  saveRDS(here("data", "discordant_EINS.RDS"))


discord_at_least_one <- length(discord_eins)

The number of companies with a discordant report for all variables was 2, and the number of companies with at least one discordant report for all variables was 12.

# visualize discordances in given variable_name 
plot_reported_for_variable <- function(variable_name, crossref, endowment) {
  
  cross_ref_for_var <- crossref %>%
      filter(variable == variable_name) %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value) %>%
      filter(value !=  0) 
    
  discordant <- cross_ref_for_var %>%
      pull(EIN) %>% unique()
  
  number_cols <- ifelse(length(discordant) <= 6, 1,2)
  
  
  # plot the values for the year they correspond to so we can compare,
  # for example, if CM1 for 2016 is the same as CY for 2015
  endowment %>%
    filter(EIN %in% discordant) %>%
    select(EIN, fiscal_year, contains(variable_name)) %>%
    group_by(EIN) %>%
    arrange(fiscal_year) %>% 
    pivot_longer(3: ncol(.)) %>%
    mutate(source = ifelse(grepl("CYM", name), substr(name, 1,4), "CY"),
           year_lag = ifelse(grepl("CYM", name), substr(source, 4,4), 0),
           year_lag = as.numeric(year_lag),
           fiscal_year = as.integer(paste0(fiscal_year))) %>%
    mutate(value_year = fiscal_year -year_lag
           ) %>%
    left_join(companies_to_ein) %>%
    mutate(organization_name = paste0(organization_name, 
                                      " (EIN: ", EIN, ")")) %>%
    ggplot(aes(x = value_year, y = value)) +
    geom_jitter(aes(fill=source), height  =0, 
                width = .2,
                alpha = .8,
                size = 2.2,
                shape =21,
                color = "black",
                stroke =.4) +
   # geom_line(aes(group = source, color = source)) +
    facet_wrap(~organization_name, scales= 'free_y', ncol = number_cols) +
    scale_x_continuous(breaks = 2011:2021 ) +
    scale_y_continuous(labels = comma) +
    viridis::scale_fill_viridis(option="magma", discrete=TRUE) +
    theme_bw() +
    labs(x = "Fiscal Year",
         y = "Reported Value (Dollars)",
         title = paste0("Comparing Reported Values for ", variable_name),
         subtitle = "Only Considering Companies with at Least One Discordant Value") +
    theme(plot.title = element_text(
      face = "bold",
      hjust = .5, 
      size = 16),
      axis.title = element_text(face = "bold", size =16),
      axis.text = element_text(size = 12),
      strip.text = element_text(face = "bold", size = 14),
      plot.subtitle=element_text(size =14, 
                                 face="italic",
                                 hjust = .5),
      legend.text = element_text(size = 10),
      legend.title = element_text(face = "bold", size = 12)) +
    guides(legend = guide_legend(override.aes = list(size = 3)))

}

# plot variables by year, by variable only for EINs that have
# at least one discordance for a given variable
walk(unique(variables_to_check),
     ~ {plt <- plot_reported_for_variable(
       variable_name = .x,
       crossref = crossref_all,
       endowment = endowment_data)
     print(plt) })

Questions to Consider

  • Should we assume the most recently reported values are (the most) accurate?

Checking if Problematic Filings Were Amended

None of the filings with discrepancies were amended filings.

# get amended index from form 990 
form_990 <- read_rds(here("data", "data_990.RDS"))

# check if any observations with discrepancies were from amended filing
crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value != 0) %>%
  left_join(form_990) %>%
  filter(!is.na(AmendedReturnInd))

Further Analysis by Company

companies_different_any_variable <- tibble(EIN = discord_eins) %>%
  left_join(companies_to_ein)



# companies with at least one discordance 
# companies_different_any_variable <- intersections$EINs %>% 
#   unlist() %>% 
#   unique() %>%
#   tibble(EIN = .) %>%
#   left_join(companies_to_ein)


# variables discordant by EIN
vars_disc <- crossref_all %>%
      pivot_longer(cols = contains("difference")) %>%
      select(EIN, fiscal_year, name, value, variable) %>%
      filter(value != 0) %>%
      group_by(EIN) %>%
      summarize(variables = list(unique(variable)))



########################################
# extract Schedule O for all variables
########################################
source(here("GET_VARS.R"))


files <- dir(here("ballet_990_released_20230208"),
             full.names=TRUE)

schedule_o <- map_df(files,
                  ~get_df(filename =.x, schedule = 'o')) 

schedule_o <- schedule_o %>%
  filter_ein() %>%
  mutate(fiscal_year = as.numeric(as.character(fiscal_year))) %>%
  rename_with(~gsub("/Return/ReturnData/IRS990ScheduleO/", "", .)) %>%
  select(fiscal_year,
         EIN, 
         `SupplementalInformationDetail[1]`,
         `SupplementalInformationDetail[2]`,
         `SupplementalInformationDetail[3]`,
         `SupplementalInformationDetail[4]`,
         `SupplementalInformationDetail[5]`,
         `SupplementalInformationDetail[6]`,
         `SupplementalInformationDetail[7]`)

BalletMet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "BalletMet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11THE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11THE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
310858562


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF TRUSTEES.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A TRUSTEE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF TRUSTEES.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS UNDERTAKEN TO GET RESPONSE.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND ARTISTIC DIRECTORS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.


Oregon Ballet Theatre

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Oregon Ballet Theatre") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtONE OF THE BOARD MEMBERS IS MARRIED TO ANOTHER BOARD MEMBER.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 11b: Form 990 Review ProcessNo review was or will be conducted.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNo documents available to the public.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtONE OF THE BOARD MEMBERS IS MARRIED TO ANOTHER BOARD MEMBER.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 11b: Form 990 Review ProcessNo review was or will be conducted.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNo documents available to the public.


” [1] “SupplementalInformationDetail[5]:
Amended ExplanationORGANIZATION DOES HAVE IN PLACE POLICIES FOR DOCUMENT RETENTION, WHISTLE BLOWER AND CONFLICT OF INTEREST.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990 IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR COMPLIANCE WITH THE POLICY


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990 IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR COMPLIANCE WITH THE POLICY


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990 IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR COMPLIANCE WITH THE POLICY


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990 IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR COMPLIANCE WITH THE POLICY


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST


” [1] “——————————– Fiscal Year: 2021——————————–

” [1] “fiscal_year:
2021


” [1] “EIN:
931009305


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990 IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR COMPLIANCE WITH THE POLICY


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S WEBSITE.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST


The Washington Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "The Washington Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS DETERMINEDPART VI, QUESTIONS 15A & B THE WASHINGTON BALLET’S COMPENSATION COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED ON THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008 WHEN EXECUTIVE DIRECTOR RUSSELL ALLEN WAS HIRED.


” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI, QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
BREAKOUT OF OTHER FEES FOR SERVICESPart IX, line 11g Other Fees - Program: Stagehand/Wardrobe Fees $1,076,782 Instructor Fees 337,160 Studio Company Stipends 124,476 Other 462,231 Total Other Fees - Program $2,000,649 Other Fees - Management & General: Consulting Fees $110,406 Recruitment 10,908 Other 6,390 Total Other Fees - Mmgt & Gen. $127,704 Other Fees - Fundraising: Consulting $12,338 Other 1,296 Total Other Fees - Fundraising $13,634 Total Other Fees for Services: $2,141,987


” [1] “SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:PERFORMANCE EXPENSE TOTAL FEES:2141987


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS DETERMINEDPART VI, QUESTIONS 15A & B THE WASHINGTON BALLET’S COMPENSATION COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED ON THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008.


” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI, QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
BREAKOUT OF OTHER FEES FOR SERVICESPart IX, line 11g Other Fees - Program: Stagehand/Wardrobe Fees $1,186,912 Instructor Fees 398,368 Studio Company Stipends 85,181 Other 457,765 Total Other Fees - Program $2,128,226 Other Fees - Management & General: Consulting Fees $186,500 Recruitment 19,514 Other 7,050 Total Other Fees - Mmgt & Gen. $213,064 Other Fees - Fundraising: Consulting $11,591 Other 1,633 Total Other Fees - Fundraising $13,224 Total Other Fees for Services: $2,354,514


” [1] “SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:PERFORMANCE EXPENSE TOTAL FEES:2354514


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS DETERMINEDPART VI, QUESTIONS 15 A & B THE WASHINGTON BALLET’S executive COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE executive COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008.


” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI, QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
audited financial statements issued by an independent accountantPart XII, Line 2: The audited financial statemtents for the year ended June 30, 2017 are in the preparation process and will be issued subsequent to the filing of the 2016 Form 990.


” [1] “SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:STAGING, LIGHTING, & WARDROBE TOTAL FEES:1024684


” [1] “SupplementalInformationDetail[7]:
FORM 990 PART IX LINE 11GDESCRIPTION:CONSULTANTS TOTAL FEES:513828


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND WARDROBE: PROGRAM SERVICE EXPENSES 1,047,517. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,047,517. CONSULTANTS & CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 158,875. MANAGEMENT AND GENERAL EXPENSES 26,085. FUNDRAISING EXPENSES 103,593. TOTAL EXPENSES 288,553. INSTRUCTORS: PROGRAM SERVICE EXPENSES 256,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 256,443. MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES 486,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 486,584. BOS OFFICE FEES: PROGRAM SERVICE EXPENSES 313,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 313,690.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND WARDROBE: PROGRAM SERVICE EXPENSES 1,187,365. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,187,365. CONSULTANTS & CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 550,679. MANAGEMENT AND GENERAL EXPENSES 203,470. FUNDRAISING EXPENSES 60,198. TOTAL EXPENSES 814,347. INSTRUCTORS: PROGRAM SERVICE EXPENSES 402,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,907. MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES 323,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 323,678. BOX OFFICE FEES: PROGRAM SERVICE EXPENSES 387,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387,666. BANK SERVICE CHARGES ALLOCATION: PROGRAM SERVICE EXPENSES 195,971. MANAGEMENT AND GENERAL EXPENSES 25,016. FUNDRAISING EXPENSES 32,089. TOTAL EXPENSES 253,076.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
520846173


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND WARDROBE: PROGRAM SERVICE EXPENSES 987,055. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 987,055. CONSULTANTS & CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 380,064. MANAGEMENT AND GENERAL EXPENSES 50,873. FUNDRAISING EXPENSES 202,531. TOTAL EXPENSES 633,468. INSTRUCTORS: PROGRAM SERVICE EXPENSES 19,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,451. MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES 147,221. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,221. BOX OFFICE FEES: PROGRAM SERVICE EXPENSES 307,557. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,557. BANK SERVICE CHARGES ALLOCATION: PROGRAM SERVICE EXPENSES 128,668. MANAGEMENT AND GENERAL EXPENSES 25,917. FUNDRAISING EXPENSES 28,630. TOTAL EXPENSES 183,215.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:THA PROCESS HAS NOT CHANGED FROM PRIOR YEARS.


Aspen Santa Fe Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Aspen Santa Fe Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11ONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION -7,493.


” [1] “SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11ONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 9,541.


” [1] “SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE PRESIDENT SET UP A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eSET & COSTUME EXPENSES: Program service expenses 46,113. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,113.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 78,446.


” [1] “SupplementalInformationDetail[7]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 43,510. TRANSFER TO ENDOWMENT FUND -6,906,449.


” [1] “SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 1,633. TRANSFER TO ENDOWMENT FUND


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
841150857


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL YEAR.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS. THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION PACKAGE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 27,513. TRANSFER TO ENDOWMENT FUND


San Francisco Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "San Francisco Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 3Following an assessment of the Association’s education programs and staffing, in April 2015 the Center for Dance Education (CDE) and the San Francisco Ballet School were merged into a single department of Education and Training. Moving forward, the CDE nomenclature will be dropped in favor of referencing the Association’s educational offerings as just that-Education Programs. Additionally, Dance in School and Communities (DISC) is being used more broadly to encompass the hallmark residency program in the San Francisco Unified School District public schools as well as partnerships with community-based organizations such as the Boys & Girls Clubs of San Francisco and the like.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver and Stephanie Marver have a family relationship.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage by commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent,and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century, and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver and Stephanie Marver have a family relationship.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage by commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century, and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bThe Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Association’s process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involve analysis of the compensation by the Assessment Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Assessment Committee. Compensation for members of the Executive Team (key employees) is reviewed by the Executive Director.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relationships Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
941415298


” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position as one of the world’s finest dance companies through our vitality, innovation, and diversity, and through our uncompromising commitment to artistic excellence based in the classical ballet tradition.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is America’s oldest professional ballet company and one of the three largest ballet companies in the United States. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. Led by Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own orchestra and operates one of the country’s most prestigious schools of ballet. Today we build on our heritage of commissioning groundbreaking dance from today’s top choreographers, by uncovering new choreographic talent, and by staging modern classics and the works that make up the canon of classic ballet. Our approach defines ballet in the 21st century and it makes San Francisco Ballet the essential place to see the most adventurous dance in America. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person shall be eligible to be a member of the Association (a "Member") but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term for each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the Association are elected by the Members for a term of three years.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association’s assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation and, (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By Laws).


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was prepared based on audited financial statements by the organization’s finance and accounting staff, which was then reviewed by Grant Thornton, LLP. The Association provided a complete copy of this form to all members of its governing body with a redaction of donor names and addresses from Form 990, schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted to the Association’s Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are issued annually to all employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported to the Executive Director who may further report the matter to the Board Chair. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.


Ballet Arizona

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Ballet Arizona") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE COMMUNITY


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 11FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE COMMUNITY


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 8bTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR FILING


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES THEMSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE EXECUTIVE DIRECTORS, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE, AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR HAS A FIVE YEAR CONTRACT ENDING JUNE 30, 2018.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, Line 18 19THE ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST


” [1] “SupplementalInformationDetail[6]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
860367773


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND DIRECTOR OF FINANCE ARE BASED UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.


Fort Wayne Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Fort Wayne Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
356006394


” [1] “SupplementalInformationDetail[1]:
FORM 990 - ORGANIZATION’S MISSIONTHE MISSION OF FORT WAYNE BALLET IS TO FEED THE SPIRIT AND SPARK THE IMAGINATION THROUGH THE HIGHEST CALIBER OF DANCE EDUCATION, PERFORMANCE EXPERIENCES, AND COMMUNITY ENGAGEMENT. SINCE 1956, FORT WAYNE BALLET HAS CONTINUED TO BUILD APPRECIATION, ENRICH AND BROADEN THE ASPIRATIONS OF OUR REGION AND COMMUNITY, ESPECIALLY DOWNTOWN, THROUGH THE INTEGRITY OF THE ART OF DANCE. CURRENTLY, OUR PROGRAMS REACH ALLEN COUNTY AND 15 NEIGHBORING COUNTIES. OUR WIDESPREAD OFFERINGS ALLOWED OVER 36,500 INDIVIDUALS OF ALL AGES, ETHNICITIES, ECONOMIC BACKGROUNDS, AND CULTURES TO PARTICIPATE IN FORT WAYNE BALLET’S EDUCATIONAL, CULTURAL, AND ARTISTIC PROGRAMS IN 2015- 2016. FORT WAYNE BALLET CONTINUES TO EXPAND OUR REACH AND ENHANCE OUR ARTISTIC VISION WHILE REMAINING FISCALLY RESPONSIBLE. THE BENEFITS OF THE ARTS DIRECTLY IMPACT OUR COMMUNITY BY INCREASING THE PUBLIC’S AWARENESS OF THE GREATER FORT WAYNE AREA AS A CULTURAL DESTINATION AND ENCOURAGING ECONOMIC AND COMMUNITY DEVELOPMENT.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 2, PART III, LINE 4APHYSICAL, COGNITIVE, AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BEFFECTIVE 2010, A COMPLETE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS TO REVIEW AND ACCEPT.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTHE GOVERNANCE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN A PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE FORT WAYNE BALLET, INC.’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
356006394


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4A2017-2018 SCHOOL YEAR. A SAFE YET AGGRESSIVE SYLLABUS, CREATED WITH THE PHYSICAL, COGNITIVE, AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE ARTISTIC DIRECTOR IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
356006394


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL 2018.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
356006394


” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL 2018 AND A PARTNERSHIP WITH ERIE BALLET (PA) WHEREBY THE FORT WAYNE BALLET HAS TRAVELED TO ERIE TO PERFORM THE NUTCRACKER.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 2JIM SPARROW KAREN GIBBENS-BROWN EXEC DIR ARTISTIC DIR FAMILY RELATIONSHIP


” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS NEEDED.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE GIVEN PERFORMANCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING PROCESS.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM 990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT GUIDESTAR.ORG.


Pacific Northwest Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Pacific Northwest Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board trustees, have a family relationship. Catherine Ries and Barbara Ries, Governing Board trustees, have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were amended June 17, 2014 to (1) designate the Artistic Director and the Executive Director as ex officio officers and eliminate references to their election, and (2) to designate representatives of organized volunteer constituencies as ex officio trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contribution as established by the Governing Board. Members only have the power to vote in the election of the Governing Board trustees.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was emailed a complete copy of the organization’s final Form 990 in electronic form for review prior to its filing with the IRS.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers Governing Board Trustees, officers and members of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee, excluding the interested person determines, if a conflict of interest exists.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board Trustees have a family relationship. Catherine Ries and Barbara Ries Governing Board Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were amended June 17, 2014 to (1) designate the Artistic Director and the Executive Directors as ex-officio officers and eliminate references to their election and (2) to designate representatives of organized volunteer constituencies as ex officio trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contribution as established byh the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was emailed a complete copy of the organization’s final Form 990 in electronic form for review prior to the filing with the IRS.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers the Governing Board Trustees, officers and member of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Governing Board Trustees have a family relationship. Catherine Ries and Barbara Ries Governing Board Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of The Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Trustees of the Governing Board at the Annual Meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bEvery Governing Board Trustee was mailed a complete copy of the organization’s final Form 990 in the electronic form for review prior to the filing with the IRS.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cPacific Northwest Ballet’s Conflict of Interest Policy covers the Governing Board Trustees, officers and members of the Committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available by the public on request. Audited financial statements are available on our website and upon request.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and Susan Grinstein, Trustees, have a family relationship. Sue Grinstein resigned from the Board in August 2017. Catherine Ries and Barbara Ries, Trustees, have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial Officer reviews the Form 990 and Schedules before it is filed. All Governing Board Trustees are emailed a link to a password-protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board Trustees, officers and members of committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee, excluding the interested person, determines if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Ries and Barbara Ries, Trustees have a family relationship.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial Officer reviews the Form 990 and Schedules before it if filed. All Governing Board Trustees are emailed a link to a password protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board Trustees, officers and members of the committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all materials facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee excluding the interested person determine if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resource Director in consultation with the Executive Director and Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
910897129


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Reis and Barbara Reis, Trustees have a family relationship


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to the public upon payment of an annual membership contributions as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the Governing Board Trustees at the annual meeting of the Members.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bChief Financial Officer reviews the Form 990 and Schedules before it is filed. All Governing Board Trustees are emailed a link to a password protected website on which the entire Form 990 can be viewed.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of Interest Policy covers the Governing Board of Trustees, officers and members of the committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest in connection with any actual or possible conflicts of interest. An interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or Committee considering the proposed transactions or arrangements. The Governing Board or Committee excluding the interested person determine if a conflict of interest exists.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel Committee of the Board of Trustees sets compensation for the Executive Director and the Artistic Director after a performance assessment and review of comparable salaries. Other Officers and/or Key Employees compensation is recommended by the Human Resources Director in consultation with the Executive Director and the Artistic Director after a review of the comparable salaries.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents and conflict of interest policy are available to the public on request. Audited financials statement are available on our website and upon request.


The Alabama Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "The Alabama Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
630813626


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive committee is provided a copy of the Form 990 prior to filing it


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the board member obligations


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The executive committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment distribution


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
630813626


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive committee is provided an electronic copy of the Form 990 prior to filing it


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment distribution


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
630813626


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eUtilities: Program service expenses 30,773. Management and general expenses 5,064. Fundraising expenses 3,116. Total expenses 38,953. Repairs and maintenance: Program service expenses 28,310. Management and general expenses 4,659. Fundraising expenses 2,867. Total expenses 35,836. Touring: Program service expenses 33,142. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,142. Ballet school: Program service expenses 26,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,470. Miscellaneous: Program service expenses 20,531. Management and general expenses 3,378. Fundraising expenses 2,079. Total expenses 25,988. Costumes: Program service expenses 21,357. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,357. Transportation: Program service expenses 18,111. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,111. Choreographic rights: Program service expenses 15,105. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,105. Supplies: Program service expenses 11,545. Management and general expenses 1,900. Fundraising expenses 1,169. Total expenses 14,614. Bank fees: Program service expenses 0. Management and general expenses 11,098. Fundraising expenses 0. Total expenses 11,098. Postage: Program service expenses 2,949. Management and general expenses 485. Fundraising expenses 299. Total expenses 3,733.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
630813626


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eTouring: Program service expenses 48,917. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,917. Sets: Program service expenses 42,539. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,539. Utilities: Program service expenses 33,368. Management and general expenses 5,491. Fundraising expenses 3,379. Total expenses 42,238. Ballet school: Program service expenses 23,264. Management and general expenses 3,828. Fundraising expenses 2,356. Total expenses 29,448. Special events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 27,582. Total expenses 27,582. Costumes: Program service expenses 26,199. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,199. Miscellaneous: Program service expenses 20,454. Management and general expenses 3,366. Fundraising expenses 2,071. Total expenses 25,891. Storage: Program service expenses 24,516. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,516. Transportation: Program service expenses 22,996. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,996. Choreographic rights: Program service expenses 16,225. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,225. Bank fees: Program service expenses 0. Management and general expenses 13,211. Fundraising expenses 0. Total expenses 13,211. Supplies: Program service expenses 10,301. Management and general expenses 1,695. Fundraising expenses 1,043. Total expenses 13,039. Postage: Program service expenses 1,603. Management and general expenses 264. Fundraising expenses 162. Total expenses 2,029.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
630813626


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive Committee is provided a copy of Form 990 prior to its filing.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is required to disclose conflicts of interest in accordance with the conflict of interest clause in the Board Member Obligations.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive Committee reviews the compensation of officers and key employees annually.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eChoreographic rights: Program service expenses 40,471. Management and general expenses 0. Fundraising expenses 0. Total expenses 40,471. Guest artists: Program service expenses 35,754. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,754. Ballet school: Program service expenses 26,562. Management and general expenses 4,371. Fundraising expenses 2,690. Total expenses 33,623. Special events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 28,559. Total expenses 28,559. Miscellaneous: Program service expenses 19,719. Management and general expenses 3,245. Fundraising expenses 1,997. Total expenses 24,961. Storage: Program service expenses 24,021. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,021. Costumes: Program service expenses 16,433. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,433. Bank fees: Program service expenses 0. Management and general expenses 14,277. Fundraising expenses 0. Total expenses 14,277. Transportation: Program service expenses 12,028. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,028. Supplies: Program service expenses 7,619. Management and general expenses 1,254. Fundraising expenses 772. Total expenses 9,645. Sets: Program service expenses 3,138. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,138. Postage: Program service expenses 1,946. Management and general expenses 320. Fundraising expenses 197. Total expenses 2,463.


” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit from the prior year.


Joffrey Ballet

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Joffrey Ballet") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of both the Artistic Director and Executive Director is documented in mutually signed employment contracts. The compensation per the contracts was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson and Cheryle Williamson are Board members of the organization who have a husband and wife relationship. Amanda Williamson is also a Board member and the daughter of Joel and Cheryle Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson and Cheryle Williamson are Board members of the organization who have a husband and wife relationship. Amanda Williamson is also a Board member and the daughter of Joel and Cheryle Williamson.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
364009741


” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, line 3In March 2020, the World Health Organization declared the coronavirus (COVID-19) outbreak to be an pandemic. The City of Chicago responded to the pandemic by banning large public gatherings, which caused The Joffrey to cancel its spring performance of Don Quixote. Additionally, The Academy and Community Engagement programs had to scale down their spring programming and move to an online platform to deliver programming.


” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, line 2Amanda Williamson is a Board member and the daughter of Joel V. Williamson.


” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, line 4The organization’s bylaws were amended on June 19, 2019 to reflect various changes including but not limited to: - Number of voting members - Language referencing President & CEO in place of Executive Director - Three year term for President & CEO - President & CEO’s authority subject to approval and direction of Board of Directors


” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 11bThe Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization’s Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing.


” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee.


” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, line 15The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations.


” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).


Texas Ballet Theater

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Texas Ballet Theater") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
Pt VI, Line 11bThe form 990 will be reviewed and by the Finance Committee and copies will be made available to the remaining Board before filing.


” [1] “SupplementalInformationDetail[2]:
Pt VI, Line 12cThe Board members are required to review and sign the conflict of interest policy on a yearly basis. The documents are submitted reviewed by the managing assistant and Board chair. Any conflicts are brought to the attenetion of the Board and appropriate actions are taken based on their discussion.


” [1] “SupplementalInformationDetail[3]:
Pt VI, Line 15bThe Board management committee establishes salary for the executive director based on a salary comparison to other organizations. The Board management then establishes the salaries of other officers and key employees based on salary comparisons to other similar organizations along with input from the executive director.


” [1] “SupplementalInformationDetail[4]:
Pt VI, Line 19The organizations governing documents, conflict of interest policy and financial statements are available upon request.


” [1] “SupplementalInformationDetail[5]:
Pt XIThe Board review process and oversight of the audit of the finacial statements has not selection of the independent accountant has not changed during the tax year.


” [1] “SupplementalInformationDetail[6]:
Pt VI, Line 2Cary Turner and Laurie Turner - Family Relationship, Matt Mildren and Nikki Midren - Family Relationship, David Porter and Dana Porter - Family Relationship, Michael Radner and Reinke Radler - Family Relationship, Carter Martin and Sharon Martin - Family Relationship , Anne Bass and Robert Bass - Family Relationship


” [1] “SupplementalInformationDetail[7]:
Pt VI, Line 18990 is available upon request at the corporate office.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2BOARD OF GOVERNORS: ANNE T. AND ROBERT BASS - FAMILY RELATIONSHIP NIKKI AND MATT MILDREN - FAMILY RELATIONSHIP CARTER AND SHARON MARTIN - FAMILY RELATIONSHIP DANA AND DAVID PORTER - FAMILY RELATIONSHIP REINKE AND MICHAEL RADLER - FAMILY RELATIONSHIP LAURIE AND CARY TURNER - FAMILY RELATIONSHIP SALLY AND DEAN WISE - FAMILY RELATIONSHIP


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE WILL RECOMMEND THE APPROVED 990 TO THE EXECUTIVE BOARD WHO WILL TAKE A VOTE. THE 990 WILL BE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION AND APPROPRIATE ACTIONS ARE TAKEN BASED UPON THEIR DISCUSSION.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILIAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, PAGE 12, LINE 2C:THE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2DANA AND DAVID PORTER HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 2LAURIE AND CARY TURNER HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION A, LINE 2SALLY AND DEAN WISE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, PAGE 12, LINE 2CTHE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
841622654


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.


Pittsburgh Ballet Theatre

Tables for Each Variable with Discordance

ein <- companies_different_any_variable %>%
  filter(organization_name == "Pittsburgh Ballet Theatre") %>%
  pull(EIN)
  
vars_to_check <- vars_disc %>% 
  filter(EIN == ein) %>%
  pull(variables) %>%
  unlist()


walk(vars_to_check, ~ {
   name <- companies_to_ein %>%
    filter(EIN%in%ein) %>%
    pull(organization_name)
  
  table <- crossref_all %>%
    filter(variable == .x & EIN == ein) %>%
    select(-c(EIN, contains("difference"), variable)) %>%
    make_table(title = paste0("Reports for ",
                              name,
                               "<br>Variable: ", .x,  
                              "<br>EIN: ", 
                              ein))
  
  print(table)
  
})

Schedule O Information

# schedule o information for each year for San Francisco 

schedule_o_ein <- schedule_o %>%
  filter(EIN == ein) %>%
  arrange(fiscal_year) 

name <- companies_to_ein %>%
  filter(EIN == ein) %>%
  pull(organization_name)

# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
       {
         for_year <- schedule_o_ein %>%
           filter(fiscal_year == .x)%>%
           select(-c(where(is.na)))
         
         print(paste0("<span style='font-size:160%;'><b>",
         "-------------------------------- Fiscal Year: ",
                      .x, 
         '--------------------------------</b></span><br><br>'))
         
         walk(colnames(for_year), ~ { 
           
        section <- paste0("<span style='font-size:130%'><b>",
                             .x,
                             ": </b></span><br>", 
                             for_year[.x ],
                             "<br><br><br>")
        
         print(section)
         }) # end inner walk
}) # end outer walk

[1] “——————————– Fiscal Year: 2015——————————–

” [1] “fiscal_year:
2015


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHARIMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, OFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S COMPENSATION IS COMPARED WITH OTHER LOCAL ART ORGANIZATIONS AS WELL AS WITH OTHER BALLET COMPANIES THAT ARE SIMILAR IN SIZE AND HAVE THE SAME DEMOGRAPHICS. THE BALLET IS ALSO A MEMBER OF DANCE USA WHICH PROVIDES COMPENSATION DATA FOR BALLET COMPANIES AROUND THE UNITED STATES BY BUDGET SIZE. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATIONS BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:LOTI FALK GAFFNEY, TRUSTEE EMERITUS AND VIOLETTE VERDY, HONORARY TRUSTEE.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2016——————————–

” [1] “fiscal_year:
2016


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS: LOTI FALK GAFFNEY TRUSTEE EMERITUS EFFECTIVE 6/9/16: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE: VIOLETTE VERDY


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2017——————————–

” [1] “fiscal_year:
2017


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS: LOTI FALK GAFFNEY BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE: VIOLETTE VERDY


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2018——————————–

” [1] “fiscal_year:
2018


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2019——————————–

” [1] “fiscal_year:
2019


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL WALDMAN


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


” [1] “——————————– Fiscal Year: 2020——————————–

” [1] “fiscal_year:
2020


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 4AS OF JUNE 9, 2020 PITTSBURGH BALLET THEATRE, INC. AMENDED THEIR BY-LAWS FOR THE FOLLOWING ITEMS: - UPDATE OF MINIMUM NUMBER OF TRUSTEES TO BE 3 TO PERMIT THE ORGANIZATION TO FUNCTION IN THE EVENT OF AN EMERGENCY OR DISASTER - ADDITION OF ARTISITC DIRECTOR AND EXECUTIVE DIRECTOR AS KEY EMPLOYEES - UPDATE PROVISION TO AMEND BY-LAWS TO REMOVE REQUIREMENT OF 7 DAY NOTICE BY MAIL - UPDATE A QUORUM TO BE 1/2 OF DIRECTORS - INCLUSION OF LANGUAGE FOR COMPOSITION AND PROCEDURES OF AN AUDIT COMMITTEE


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL WALDMAN


” [1] “——————————– Fiscal Year: 2021——————————–

” [1] “fiscal_year:
2021


” [1] “EIN:
237101094


” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE: COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE CORPORATION.


” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.


” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.


” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES. OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S BUDGETARY RESTRAINTS.


” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.


” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, HAL WALDMAN, AND BECKY TORBIN.


” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.


# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on

variable_name <- "BeginningYearBalanceAmt"

walk(1:length(companies_different), ~{
  name <- companies_to_ein %>%
    filter(EIN == companies_different[.x]) %>%
    pull(organization_name)
  
  table <- crossref %>% 
    rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
    filter(EIN %in% companies_different[.x]) %>%
    select(-c(EIN, contains("difference"))) %>%
    make_table(title = paste0("Reports for ",
                              name, "<br>EIN: ", 
                              companies_different[.x],
                               ", Variable: ", variable_name))
  
  print(table)
  
#  print(table)

})